Personal Growth

Q&A: Robo Advising

With Cynthia LohQ: What is your best financial advice?A: Don’t be afraid of leveraging technology to help you manage your investments. Technology has helped make lots of day-to-day aspects of our lives easier – whether that’s ordering an item on Amazon, or getting a...

New versus used vehicles: How do you choose?

by Jennifer McDermottPurchasing a vehicle is a very exciting financial milestone in anyone’s life. It’s a symbol of independence and lifestyle. The tricky question to ask yourself is: should you buy new or used? Both have their pros and cons when it comes to cost,...

Investing 101

by Stacy Francis, CFP®, CDFAIf you're a novice investor -- or you're looking to brush up on a specific investing concept -- this is the article for you. Savvy investing requires knowledge of several key financial concepts as well as an understanding of your personal...

Stop Flirting With Disaster

by Stacy Francis, CFP®, CDFANobody likes (or needs) to spend much time thinking about a possible future disaster. But sometimes an ounce of prevention is worth a lot more than a pound of cure. Losing precious documents to disasters such as theft, fire, earthquake or...

Buying a Home When You’re Female and Single

by Stacy Francis, CFP®, CDFAAre you thinking about buying a home? Here's some expert adviceA lovely little house with a white picket fence and a husband to buy it for her used to be the average little girl's fantasy, or so goes the stereotype. But these days, the...

The Benefits and Risks of Owning a Home

by Stacy Francis, CFP®, CDFAWith all of the excitement in real estate lately, you might be wondering if you should take the plunge and buy a home. Homeownership has many advantages – both financial and personal. But there are many things to consider before you jump in...

Cheap and Expensive Cars to Insure

by Stacy Francis, CFP®, CDFAWhen I bought my son a Scion Tc, a client told me over mid-morning mochas the other day, I didn’t anticipate that my insurance bill would skyrocket. I suppose I sort of assumed it wouldn’t make that much of a difference.The key to staying...